Robert Joseph Financial Planner Report

Name:
Robert Louis Joseph

Rep Number:
001001570

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2005-02-02 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
RMIT University
Bachelor of Business (Economics & Finance)
Securities Institute
Diploma of Financial Services
ASX
Level 1 Accredited Derivatives Adviser
Kaplan Professional Education
Margin Lending and Geared Investments
SDIA / Deakin University
SDIA Accreditation Program Assessment

Memberships
Stockbrokers Association of Australia